A complete list of active advisors currently associated with Tricord Wealth Advisors

Warmer can help you find a great advisor at Tricord Wealth Advisors or one who fits your needs even better.

Tricord Wealth Advisors provides investment management and financial and business planning to individuals, trusts, estates, charitable organizations and corporate clients. Services described in the brochure include portfolio management, retirement and estate analysis, cash flow and debt planning, risk management and financial planning reports. The firm generally emphasizes long‑term investment recommendations and may occasionally advise active trading, but it reports most assets as non‑discretionary and requires client approval before executing trades. Tricord uses a mix of internally developed analysis and external research sources, provides periodic account reviews and written reports, and may place client assets with third‑party money managers when deemed suitable. Notably, the firm’s advisory personnel are also registered to sell securities and act as insurance agents and may implement transactions through affiliated broker‑dealer and insurance relationships, which can result in commission compensation. The brochure also discloses that a meaningful portion of client assets are managed on a non‑discretionary basis and that the firm has operated in the advisory business since the late 1980s, a combination that shapes how recommendations are presented and executed.

To learn more about the advisors currently working at Tricord Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.